Becker Capital
Becker Capital
Stable Treasury defense.
Smart equity offense.
You worked hard to build your wealth. Our goal is to help you keep it, and supply a path for growth.
We supply defensive income with U.S. backed treasuries and real estate funds.
We buy parts of great businesses when prices make sense and ignore market noise.
Avoiding the "middle" where both likely return and likely stability levels are bad. Looking to the ends where pros can be stronger.
Aggressive expansion and emerging market leadership.
Established cash flows at discounted valuations.
Tangible real estate assets providing steady dividend yield.
Government-backed notes for maximum capital safety.
Shift the balance between defense and offense based on your timeline.
Treasuries & Real Estate
Targeted Equities
Ideal for mid-career professionals seeking to grow their base while ensuring a structural floor for future volatility.
Clear, transparent pricing aligned with your success.
1-Year Management Fee Waiver for both Referees and Referrers.
| Client Type | Account Minimum | Implementation Fee † | Management Fee | Performance Allocation |
|---|---|---|---|---|
| Private Client Advisory | $100,000 | $1,500 | 1.25% of AUM | — |
| Qualified Capital Advisory* | $1,400,000 | $2,500 | 0.65% of AUM | 15% |
† Implementation fee can be credited back toward future management fees.
* Available only to eligible qualified clients per SEC regulations. Incentive compensation applies only to net gains exceeding the contractual hurdle rate and is subject to detailed fee calculation, valuation, and conflict disclosures in client agreements and Becker Capital’s Form ADV.